HomeMy WebLinkAbout02-0554PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
Eslate of Sara A. Miller
also known as n/a
Deceased.
Socia! Security No. 1 g9_(15_H~gt
To: ~~~~
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older, appl ies for letters of administration
(d.b.n.; pendente lire; durante absentia; durance miuoritate)
the above decedent.
on the estate of
Decendent was domiciled at death in Cumberland
County, Pennsylvania, with
h er last family or principal residence at 17 Rockledge Dr Mechanicsburg PA _
(hst street, number and municipality)
Decendent, then 82 years of age, died Tanuarv 74
at C ,~-2D02_,
Decendent at death owned property with estimated values as folllows:
Qf domiciled in PaJ All personal property $ 4O 7011 n0 _
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in PaJ Personal property in County g -
Value of real estate in Pennsylvania $
situated as follows: .._ -
Petitioner- after a proper search ham ascertained that decedent left no will and was survived by
the following spouse (if any) and heirs:
,.,..~_
T
c~
x"G
9 ~
C'u
A'u
.~.4
~ O
124 W. Portland St., Mechanicsburg, PA
A_
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N
THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in Che
appropriate form to the undersigned.
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA t s~_,.
COUNTY OF Cumberland J
The petitioner(s) above-named swear(s) or affirm(s) that the
statements in the foregoing petition are true and correct to the best
of the knowledge and belief of petitioner(s) and that as personal , ,
representative(s) of the above decedent petitioner(s) will well and _.
t l administer the estate according to law.
ru y -
Sworn to or affirmed and subscribed
before me this ~ i *r, day of
June
yr) ,~° >.~ c~G
Y C LE[d~5 Reglster~ l
No. 7 ~ -n
Estate Of Sara A. Miller ,Deceased
GRANT OF LETTERS OF ADMINISTRATION
:'.
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AND NOW June 11 1x2002, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that Edmund G. Miller
is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration
are hereby granted to Edmund G. Miller
in the estate of
FEES 00
g0
Letters of Administration . • ~ • • $ .
g
00
Short Certificates( ) .......... $ ,
Renunciation ................ $
~cp $
5.00
TOTAL _ $ 84.00
Filed 6-11-02... ... A.D. ``f~
Y C LEWI egister of Willa
James W Abraham Esa• #46352 _
ATTORNEY (Sup. Ct. I.D. No.)
513 N 2nd St Harrisbtara, PA 17101
ADDRESS
717-232-7825
PHONE
called atty 6-11-02
MARNING: IT IS II_I_EGAL TC ALTER T!-!!S CCPY CR
TO DUPLICATE EI'V PHC~1'OSl'AT OR PhOTOGRAPH.
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O
ROISTER OF WILLS rrMgERLAND nr y pgNN yLVANIA
INVENTORY
Estate of Sara A. Mill r
also known as
Deceased.
No. 2002-00554
Date of Death 1 24 2
Social Sec. No. 199-05-6241
Personal Representative(s) of the above Estate, deceased, verify
that the items appearing in the folowing inventory includes all of
the personal assets wherever situate and all of the real estate in
the Commonwealth of Pennsylvania of said Decedent, that the
valuation placed opposite each item of said inventory represents
its fair value as of the date of the Decedent's death, and that
Decedent owned no real estate outside of the Commonwealth of
Pennsylvania except that which appears in a memorandum at the end
of this inventory. I/We verify that the statements made in this
Inventory are true and correct. I/We understand that false
statements herein are made subject to the penalties of 18 Pa.C.S.
Section 4904 relating to unsworn falsification to authorities.
Name of Attorney:
James W Abraham Esc
I.D. No. 46352
Address: 513 North nn
~rrisburq, PA 17101
Telephone: 717-232-7g2~
Descri8 ion
Personal Representative:
Edmund Mill r
Dated: 10/24/02
1. PNC Bank Premium Plan Account
2. PNC Bank Certificates of Deposit
3. First Union Bank Certificates of Deposit
4. Personal property - clothing, personal
effects
Total:
value
$15,479.81
17,753.50
18,583.79
200.00
X52.017 10
COMMONWEALTH OF PENNBV LVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HAgR188URG, PA 1 ~ 1280601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 001768
ABRAHAM JAMES W ESQ
513 NORTH SECOND ST
HARRISBURG, PA 17101
rala
ESTATE INFORMATION: ssN: tss-o5-sz4t
FILE NUMBER: 2102-0554
DECEDENT NAME: MILLER SARA A
DATE OF PAYMENT: 10/24/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 01/24/2002
REMARKS:
CHECK#380
SEAL
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 51,976.76
REV-1162 EX111-961
TOTAL AMOUNT PAID:
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
51,976.76
MARY C. LEWIS
REGISTER OF WILLS
~~~
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY
UNTIL COMPLETION
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
Will No.:
Admin. No.: 2002-00554
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect
to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes
2.
3.
A
B
C
D
Date: 10/24/02
Did the personal representative file a final account with the court?
Yes
No x
The separate Orphans' Court No. (if any) for the personal representative's account
is:
Did the persona] representative state an account informally to the parties in
interest? Yes aoc No
Copies of receipts, releases, joinders and approvals of formal or informal accounts
may be filed with the Clerk of the Orphans' Court and may be attached to this
report. See attached Family Settlement Agreement
f ~ ,C''/
Signature
James W. Abraham, Esq.
Name (Please type or print)
Abraham Law Offices
513 North Second St
Harrisburg, PA 17101
Address
(MAH:rmUAM3)
Sara
January 24,2002
No
If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
If the answer to No. 1 is yes, state the following:
717.232:7825
Telephone No.
Capacity: Personal Representative
roc Counsel for Personal Representative
R.W.-27
FAMILY SETTLEMENT AGRBSMENT AND FINAL RELEASE
IN THE ESTATE OF
SARA A_ MILT ER
KNOW ALL MEN BY THESE PRESENTS, that whereas,
SARA A. MILLER, late of 17 Rockledge Drive, Mechanicsburg,
Pennsylvania, 17055, died intestate on January 24, 2002.
WHEREAS: Letters of Administration of the Estate of said
decedent were duly issued by the Register of Wills of Cumberland
County, Pennsylvania on June 11, 2002, to Edmnud G. Miller, son the
decedent, as Administrator of said Estate, hereinafter referred to
as Personal Representative;
WHEREAS: The said Personal Representative has gathered
the assets of the Estate of the said decedent and the assets
consist of personal property. The Statement of Account of the said
Personal Representative, which is attached hereto and made part
hereof as Exhibit "A", constitutes the assets gathered, the debts
paid, the disbursements made, and the distribution to all
respective parties hereto;
WHEREAS: the balance/remainder of the Estate property
has been distributed by the Personal Representative in accordance
G~ith this Family Settlement Agreement and as stated in the
Statement of Account (Exhibit ~~A~~).
NOW THEREFORE, KNOW yg, that 2, Edmund G. Miller, son of
the decedent, the person entitled to inherit under the Estate and
as Personal Representative of the Estate hereto, do hereby
acknowledge that I have received and/or accepted, this day, the
disbursement as sole beneficiary of the Estate, in full
satisfaction and payment of all sum or sums of money, legacies,
bequests, and devises as are given and/or inherited pursuant to the
Estate, which amounts I have received and/or accepted this day; and
which amounts are in the amounts set opposite my name in the
Distribution Schedule in the Statement of Account, attached hereto
and made part hereof as Exhibit "A~~.
AND, I hereby stipulate that in order to avoid the
expense and time involved in the filing of a formal account and
schedule of distribution, I agree that no account is necessary and
I hereby agree to distribution being made without the filing of an
account, with this Agreement to have the same force and effect as
if an account had been filed and confirmed by the Orphan's Court
Division of the Court of Common Pleas, Cumberland County,
Pennsylvania.
I, EDMUND G. MILLER, hereby covenant and agree that
should any liability come due to the Estate of the said decedent
after the signing of this Agreement, I hereby covenant and agree
that I, as sole beneficiary of the Estate, shall be responsible to
satisfy any and all claims, demands, suits or causes of action
which may be successfully prosecuted against the said Estate or
myself as Personal Representative of the Estate hereto, after the
signing, sealing and delivery of this Family Settlement Agreement
and Final Release. 2
IN WITNESS WFiSRgpF,/~~we have-hereunto set our hands and
seals this ~~F~ day of l/Crt)~ 2002.
WITNESS:
~d~,t, Cam. ~~.~.._.
EDMUND G_ MILLER
3
DATE OF DEATH:
LETTERS GRANTED
I. ASSETS:
EXHIBIT "A"
STATEMENT OF ACCOUNT
BSTATE OF SARA A. MILLER
January 24, 2002
June 11, 2002
1. PNC Bank - Premium Plan Account
No. 50-0350-3271
2. PNC Bank - Certificates of Deposit
3. First Union Bank - Certificates of Deposit
4. Personal Property - Clothing and
personal effects.
TOTAL ASSETS:
II. DEBTS/DISBURSEMENTS;
Item
1. Funeral Expenses - Ronald C.L. Smith Funeral
Home
2. Register of Wills - Cumberland County
Fiing Fee.
3. PA Department of Revenue - Inheritance Tax
4. Legal Advertising - Harrisburg Patriot News
Cumberland Law Journal
5. Attorney Fees - Abraham Law Offices
TOTAL DEBTS/DISBURSEMENTS:
III. SUMMARY: ASSETS/DEBTS/DISBURSEMENTS:
A. Total Assets:
B. Total Debts/Disbursements:
TOTAL NET ASSETS FOR DISTRIBUTION:
IV. DISTRIBUTION:
A. Edmnud G. Miller - Son of Decedent
4
Value/Amoun
15,479.81
17,753.50
18,583.79
200.00
$52,017.10
Amo n
$4,743.00
94.00
1,976.76
177.10
75.00
3.000 00
$10,065.86
$56,017.10
10.06s 86
$45,951.24
$45,951.24
Rev'5<XE.X'11~7J*
,-
COMMONWEALTH F PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS N.AME (LAST. FIRST. AND MIDDLE INfTlAl) use a blank block ID 5el).1'81e words
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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CCOE '\'FAA HUMBER
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Miller
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SOCIAL SECURITY NUMBER
DATE OF DEATH
DATE OF BIRTH
01124/20
o 2
04119/1919
199-05-6241
{IF APPLICABLE] SURVIVlNG SPOUSE'S N.AME (LAST, FIRST. AND MIDDLE INITIAl) SOCIAl SECURITY NUMBER
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
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~1 Original Return 0 2. Supplemental Return 0 3. Remainder Return {date ofOeath prior 10 12-13-82]
D 4. Limited Estate D 4a. Future InterestComprom.. ('''''''''''''''''''''''1 D 5. Federal Estate Tax Return Required
D 6. Decedent Died Testate (Attach copy of Will) 0 7, Decedent Maintained a Living Trust {Attach copy of Trust) _ 8. Total Number of Safe Deposit Boxes
D 9. Litigation Proceeds Received D 10. Spousal Poverty Crad.(""',,_....." ".31.91 "" ,.,.", D 11. Election to tax under Sec. 9113(A) _'&'01
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDee\ANPi , peNT '.l;'I'AXINFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
James W. Abraham, Esq. James W. Abraham, Esq.
FIRM NAME (If Applicable) Abraham Law Offices
.
Abraham Law Offices 513 North Second St.
TELEPHONE NUMBER Harrisburg', PA: 11101...
'717 232 7825 . .
1. Reai Estate (Schedule A) (1)
2. Stocks and Bonds (Schedu~ B) (2)
3. Closely Held Corporation,Partnership or Sole--Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
Z (Schedule E)
0 6. Jointly OWned Property (Schedule F) (6)
~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
..J (Schedule G or L) (7)
~
.... 8. Total Gross Assets (total Lines 1-7)
c:
<( g. Funeral Expenses & Administrative Costs (Schedule H) (9)
0
W
a:: 10 Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
,0--
-0-
, f'
,0-
-0-
1 5 6 7 9 8 1
3 6 , 3 3 7 2 9
-0-
,
5 2 017
1 0
(6)
808910
,
-0-
,
(11)
8 o 8 9 1 0
,
4 3 928 o 0
-0-
4 3 ,9 2 8 o 0
-0-
1 ,9 7 6 7,6
-0-
1 ,9 7 6 7 6
12. Net Value of Estate (line 6 minus Line 11) (12)
13, Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subjectto Tax (Une 12 minus Line 13) (14)
15. Amount of line 14 taxable
at the spousal tax rate ,
See instructions on reverse side for applicable percentage
16. Amount of line 14.taxabie 4 3 9
a~rate 4.:>',70 ,
17. Amount of line 14 taxable
a115% rate
X.O (15)
2 8
o 0
x ~4.5~)
x .15 (17)
18. Tax Due
(18)
19.
Portland St. iMechanicsburg, PA
DATE
17055 (0-;23-0:l..
DATE
ADDRESS
513 N. 2nd
Harrisburg, PA 17101
"'~
c.,
I (] -;:rJ' {):J-.
Decedent's Complete Address:
STREET ADDRESS
17 Rock1edge Drive
CITY Mechanicsburg T STATE I ZIP
p~ 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 18)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
1,976.76
3. InteresVPenalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C) (2)
-0-
T otallnteresVPenalty ( D + E ) (3) -0-
4. If line 2 is greater than line 1 + line 3, enter the difference. This Is the OVERPAYMENT.
Check box on Plge1 Line 19 to requeet I refund (4)
5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) 1, 976. 76
A. Enter the interest on the tax due. (5A) -0-
S. Enter the totai of Line 5 + 5A. This is the BALANCE DUE. (5B) 1 i 976.76
Make Check Pay"able to: REGISTER OF WILLS, AGENT
II II _ m r
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ............................................................. 0 ~
b. retain the right to designate who shall use the property transferred or its income; ................ 0 KJ
c. retain a reversionary interest; or............................................................................................. 0 ~
d. receive the promise for life of either payments, benefits or care? .........................................0 kJ
2. If death occurred on or before December 12, 1982, did decedent within two years
preceding death transfer property without receiving adequate consideration? If death occurred
after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? .............................................................................................. 0 0
3. Did decedent own an "in trust for" or payable upon death bank account or security
at his or her death? ...............................................................................................................".....0 KJ
4. Did decedent own an individual retirement account, annuity, or other non-probate property?.... 0 KJ
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
72 P.S. ~9116 (a) (1.1) (i) provided for the reduction of the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse from 6% to 3% for dates of death on or after July 1, 1994 and before January " 1995.
72 P.S. ~9116 (a) (1.1) (Ii) provided for the reduction of the rate imposed on the net vaiue of transfers to or for the use of the surviving
spouse from 3% to 0% for dates of death on or after January " 1995. The statute does not exempt a transfer to a surviving spouse
from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse
is the oniy beneficiary.
FOR DATES OF DEATH ON OR AFTER JANUARY 1,1995. Please answer the following question by piacing an "x' in the
appropriate space.
Did the decedent create a trust or similar arrangement which is solely for the surviving spouse's benefit for his or her entire
lifetime? Yes 0 No 6a
If you answered yes to the above question, the tax on the trust or similar arrangement is postponed until the death of the second
spouse, at which time it will be fully taxable at the rate(s) applicable to the remainder beneficiary(ies). Enter the value of the trust on
Schedule J, Part II, in order to remove i!from the calculation of the tax due in this estate. You may wish to file Schedule 0 in order to
make the election available under Section 9113. If the election is made, the trust or similar arrangement is taxed in the estate of the
first decedent spouse, the portion of the trust or similar arrangement which benefits the surviving spouse is taxed at the zero tax rate,
and the remainder is taxed at the rate(s) applicabie to the remainder beneficiary(ies). if you choose to make the election, you must
attach Schedule 0 to a timely-filed tax return, along with Schedule(s) K andlor M in order to show the apportionment of the trust or
similar arrangement between the surviving spouse and the remainder beneficiary(ies).
F1EV.l506 EX + (1.97)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
;-' ,"...
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Miller, Sara A.
FILE NUMBER
2002-00554
ESTATE OF
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned wtth the right of survivorship must be disclosed on SChedule F.
ITEM
NUMBER
1
DESCRIPTION
PNC Bank - Premium Plan Account No. 50-0350-3271
VALUE AT DATE
OF DEATH
15,479.,tl1
2.
Personal Property - Clothing and personal effects.
200.00
15,679.81
TOTAL (Also enter on line 5, Recapijulation) $
(If more space is needed, insert additional sheets of the same size)
REV-'509EY'11-97)~
--~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Miller, Sara A.
FILE NUMBER
2002-00554
If an asset was made joint within one year of the decedent', date of death, It must be reported on Schedule G.
SURVIVING JOINT TENANT(S} NAME
ADDRESS
RELATIONSHIP TO DECEOENT
A Edmund G.-Miller
124 West Portland St., Mechanicsburg, PA 1705 -" Son
B
c
JOINTLY -OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF 1 DF<.TEOFDEATH
ITEM FOR JOINT MADE Include name of financial institution arxl bank account number or similar Identifying number, Attach DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT deed lorjoirllly-held real estate. VALUE OF ASSET IN1EREST DECEDENT'S INTEREST
1 A 1997 PNC Bank Certificates of Deposit 35,507.00 50% 17,753.50
2. A 1997 First Union Bank Certificates of Deposit 37,167.58 50% 18,583.79
TOTAL (Also enteron line 6, Recapitulation) $ 36,337.29
(If more space is needed, insert additional sheets of the same size)
""',..."..
-". -^.."
,. .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENt OECE ENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Miller, Sara A-..
FILE NUMBER
2002-00554
ESTATE OF
Oebts of decedent must be reported on Schedule I,
ITEM
NUMBE~ DESCRIPTION AMOUN'
A FUNERAL EXPENSES
1. Ronald C.L. Smith Funeral Home 4,743.00
325 North High St., Duncannon, PA 17022
.
a ADMINISTRA TIVE COSTS:
1 Personal Representa~ve's Commissions
Name of Personal Representative (s)
Sodal Security Number(s) I E1N Number of Personal Representative(s)
Street Address
City Slate Zip
Year(s) Commission Paid:
2 Attorney Fees Abraham Law Offices 3,000.00
3 Family Exemption: (If decedenl's address IS not the same as claimant's. attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Deceden\
4 Probate Fees Register of wills, Cumberland County, PA 94.00
5 Accountant's Fees
6. Tax Return Preparers Fees
7 Legal Advertising.
Patriot News, Harrisburg, PA 177.10
Cumberland Law Journal, Carlisle, PA 75.00
TOTAL (Also enter on line 9, Recapitulation) 8,089.10
$
Ilf more space is needed, insert additional sheets of the same size)
..
SCHEDULE J
BENEFICIARIES
:JMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
2002-00554
Miller, Sara A.
NUMBER
NAME AND ADDREBS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Edmund G. Miller 124 W. Portland Drive
Mechanicsburg, PA 17055
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
AMOUNT OR SHARE
OF ESTATE
Son
llDO"h
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
J J NON-TAXABLE DISTRIBUTIONS:
A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARIT ABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional.sheets of the same size)
~~~ 69-~
J
BUREAU DF INDIVIDUAL TAxES COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX DIVISION DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, pA 171za-oval NOTICE OF INHERITANCE TAX
APPRAISEMENT ALLONANCE OR DISALLONANCE
OF DEDUCI'ZON~, AND ASSESSMENT OF TAX ON
JOINTLY NELD OR TRUST ASSETS aev as<e ex ,rv avt-om
'03 JUN ZO f!1 i
EDMUND G MILLER JR
17 ROCKLEDGE DR
MECHANICSBURG PA 170554- ~-~-
DATE 06-23-2003
ESTATE OF MILLER SARA A
DATE OF DEATH 01-24-2002
FILE NUMBER 21 02-0554
~UNTY CUMBERLAND
~$SN/DC 199-05-6241
ACN 02133111
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ----- RETAIN LOWER PORTION FOR YOUR RECORDS 1
REV-1548 EX AFP (01-03)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 06-23-2003
ESTATE OF MILLER SARA A DATE OF DEATH 01-24-2002 COUNTY CUMBERLAND
FILE N0. 21 02-0554 S.S/D.C. N0. 199-05-6241 ACN 02133111
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: pNC BANK ACCOUNT N0. 31100186045
TYPE OF ACCOUNT: ( ) SAVINGS ( ) CHECKING ( ) TRUST (X) TIME CERTIFICATE
DATE ESTABLISHED 05-04-2000
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
5,462.57
X 0.500
2,731.29
- .00
2,731.29
X .15
409.69
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
INTEREST IS CHARGED THROUGH 07
-01-2003 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE
409.69
REVERSE SIDE DF THIS FORM INTEREST AND PEN.
14.78
TOTAL DUE 424.47
~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ,
( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REpUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAV BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. 7
PURPOSE OF
NOTICE: To fulfill the requiremenks of Section 2140 of the Inheritance and Estate Tax Act. Act 23 of 2000. (72 P.S.
Section 9140).
PAYMENT: Detach the top portion of this Notice antl submit with Yaur Davment to the Register of Wills printetl on the
reverse sitle.
-- Make check or money order payable ko: REGISTER OF WILLSr AGENT.
REFUND (CR): A refund of a taz cretlit, which was not requested on The tax re ku rn, may be requested by completing an "ADplicatign
for Refund pf Pennsylvania Inheritance and Estate Tax" (REV-1313). ApPlicakipns are available at the Office pf
the Register of Wills, env of the 23 Revenue District Df Fices or by calling the special 24-hour an sure rind service
for forms ordering: 1-800-362-2050; services for taxpav ors wi kh special hearing and or speaking needs:
1-800-447-3020 (TT on1Y)•
OBJECTIONS: Anv party in inkeresk not satisti ed with the appraisemenkr allowance, or disallowance of detluckions or assessmOnk
of Tax (including tli scount or interesU as shown on this Notice nay obieck within sixty (60) tlavs of receipt of
this Notice bv:
--w rikten Orotes4 ko the PA Department of Revenue, Board of Appeals. Dept. 281021. Narrisbu rpr PA 17128-1021. OR
--electing to have 4he matter determined at the autlit of the account of the personal representative, OR
--appeal to the Orphans' Court
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors tli stave retl on this assessment shoultl be atld ressed in writing to: PA Oepa rtnent of Revenue,
Bureau of Intlivitlual Taxes. ATTN: Post Assessment Review Unit, DEPT. 280601, Na rrisbu rp, PA 17128-0601
Phone (717) 787-6505. Sae gape 5 of the booklet "Instructions for Inhe rikance Tax Return for a Resident
Decedenk" CREY-1501) for an explanation of atlaini st natively correctable errors.
OISCDUNT: If env tax due is Paitl within three (3) calendar months after The decedent's deakh, a five percent (5Y.)
tliscounk of the tax paid is allow etl.
PENALTY: Tha 15Y. tax amnesty non-Participation pen ally is computed on the tokal of the tax antl inkeresk assessetl, and nok
Paid before Janua rv 1H. 1996, the first day after the end of the fax am pesky Periotl. This non-participation
venally is appealable in The same manner and in the the same 4ime Period as You would aPPeal The tax antl interest
that has been assessed as indicated on this notice.
INTEREST: Inkerest is charged beginning with first tlav of delinquency, ar nine (9) months antl one (1) day
f non the tlate of tleath. to the date of pavmenk. Taxes which became delinquenk before Janua rY 1, 1982
bear interest ak the rate of six (b%) Percent per annum celculatetl ak a daily rate of .000164.
All taxes which became delinquenk on or after Janua rY 1. 1982 will bear interest at a rake which will vary from
calendar Year ka calendar Year with That rate announced by the PA Deparknenk of Revenue. The applicable
interest rakes for 1982 through 2003 are: Interest Daily
Inkerest Dai1Y Intere sf Daily
Year Rate Factor V~ar Rafe Factor V~ar Rate Factor
1982 20X .000548 1987 9X .000247 1999 7X .000192
1983 16X .000438 1988-1991 11Y. .000301 2000 8X .000219
.000247
1984 11Y. .000301 1992 9Y. .000247 2001 9X
1985 13Y. .000356 1993-1994 lY. .000192 2002 6Y. .000164
1986 10X .000274 1995-1998 9X .000247 2003 5% .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINpUENT X DAILY INTEREST FACTOR
--Any Notice issuetl after the Tax becon es delinquent will reflect an inYa rest calculation to fifteen (15) days
bey ontl the date of She assessment. If payment is made after the interest cam puYation data shown on The
Notice, additional interest must be calculated.
~~-~~- ~
BUREAU OF INDIVIDUAL TAXES COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAx O1v1s1oN DEPARTMENT OF REVENUE
DEPT. 280601
HARR I58HRG, pA 1712a-0681 NOTICE OF INHERITANCE TAX
APPRAISEMENi, ALLOWANCE OR DISALLONANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REY-154) E% AFP fRl-YRl
DATE 12-10-2002
ESTATE OF MILLER SARA p
DATE OF DEATH 01-24-2002
FILE NUMBER 21 02-0554
JAMES W ABRAHAM ESO COUNTY CUMBERLAND
ABRAHAM LAW OFFI CES ACN 101
513 N 2ND ST Anount Remitted
HBG PA 17101
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG TMIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT
-----------------
A
O
E
,
LL
WANC
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MILLER SARA A FILE N0. 21 02-0554 ACN 101
DATE 12-10-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED ( )CHANGED
Ai5ED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expanses (Schedule H) (q) 8,089 .10
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions
12 N
t (11) A.OA9 10
. e
Value of Tax Return 43
928
00
13. Charitable/Governmental Bequests) Non-elected 9113 Trus ts (Schedule J] a2)
( .
,
00
14. Net Value ofi Estate Subject to Tax 13)
( .
43
928
00
NOTE: if an assessment was issued previously, sines
re'Fiect fi
ures th
t 14, 15 andior ly)
16, 17
18 ,
.
and 19
ill
g
a
include the total of ALL ,
returns assessed to date w
ASSESSMENT OF TAX: .
15. Amount of Lina 14 at Spousal rate (15) .00 00 _ 00
16. Anount of Li
14 t X .
ne
axable at Lineal/Glass A rata (16) 43,928.00 X 045- 1
976
76
17. Amount ofi Line 14 at Sibling rate (17) 00 12 ,
.
18.
Anount of Line 14 taxable at Collateral/Class B rate
[18) .
00 X
-
15 .00
19.
Principal Tax Due . -
X .00
TA C EDITS• (19)= 1,976.76
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
30-24-2002 CD001768
.00 1,976.76
TOTAL TAX CREDIT 1,976.76
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
(1) .00 NOTE: io insure proper
[2) .00 credit to your account,
f3] .00 submit the upper Dortion
(4) .00 of this fore with your
[5) 15.679.81 tax payment.
[a) 36.337.29
(n .00
(a) 52,017.10
• IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN O1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A '•CREDIT" (GR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.]
RESERVATION: Estates of tlecetlen is dying on or before December 12, 1982 -- if env future interest in the estate is transferretl
in possession or enjoyment to Class B (collateral] beneficiaries of the decedent after the exp iratian of env estate for
life or For years, the Commonwealth hereby expressly reserves the right to appraise and assess trensFer Inheritance Taxes
at the lawFUl Class a (collateral) rate on env such future interest.
PURPOSE OF
NOTICE: To Fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. [72 P. .
Section 9140).
PAYMENT: Detach the tap pcrticn of this Notice and submit with your paymenk to the Register of Nills printetl on the reverse sitle.
--Make check or money order payable to: REGISTER OF WILLS, AGENT
REFUND [CR): A refuntl of a tax credit, which was nok requested on the Tax Return, mev be requested by completing an "App lice Lion
for Rafuntl of Pennsylvania Inheritance and Estate Tax^ (REV-1313). Applications are available at the Office
of the Register of Nill s, any of the 23 Revenue District Offices, or by calling the spacial 24-hour
answering service far forms ordering: 1-800-362-2050) services for taxpayers with special has ring and / ar
speaking needs: 1-800-447-3020 (TT on lv).
OBJECTIONS: Anv Party in interest not satisf iatl with the app raisement, allowance, or tlisa llowance of detluctions, or assessment
pf tax (inclutling discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Nc tiee by:
--x ritten pro task to the PA Department a4 Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1023, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assasment should be adtlrassed in writing tHa rrisbu rparPA n1712B-0603ue,
Bureau of Intlivitlual Taxes, ATTN: Post Assessment Rev ieu Unit, Dept. 28 D601, 9.
Phone [717) 787-6505. See page 5 of the booklet ^Instruc ticns for Inheritance Tax Return for a Resident
Decedent" (REV-1501] for an explanation of atlministra[ive ly correctable errors.
DISCOUNT: If env tax due is paid within three [3) calendar months after the tlacadent•s death, a five percent (5%] discount of
the tax paitl is allowed.
PENALTY: The 15% tax amnesty non-participation penalty is computed an the total of the tax and interest esse ssetl, antl not
paitl before Jenua ry 18, 1996, the first tlay after the end of the tax amnesty pe riotl. This non-participation
penalty is appealable in the same manner and in the the same time perictl as you woultl appeal the tax and in[eresi
that has been esse ssetl as indicated an this notice.
INTEREST: Interest is charged beginning with First day of tlelinquency, or nine [9l months and one [1) dev from the date of
death, to the date of payment. Taxes xhich became delinquent before January 1, 1982 bear interest at the rate of
six (6%] percent per annum calculated at a daily rate of .000164. All taxes which became delinquent an and after
January 1, 1982 will bear interest at a rata which will vary from calendar year to ca )antler Year with that rate
ennouneetl by the PA Department of Revenue. Tha applicable interest rates For 1982 through 2002 are:
Year Interest Rate Oa ilY Into rest Factor
1982
1983
1984
1985
1986
198]
1988-1991
Year Intare st Rate Daily Interest Factor
20% .000548 1992 9% .000247
000192
16% .000438 1993-1994 ]% .
000247
11% .000301 1995-1998 9%
7% .
.000192
132 .000356 1999 8% .000219
10% .000274 2000 9% .000247
q2 .000247 2001 6% .000164
11% .000301 2002
--Interest is calcine tetl as Follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYB DELINQUENT X DAILY INTEREST FACTOR
--AnY Notice issuetl after the tax becomes delinquent will reflect an interest calculation [o fifteen (15) tlays
beyontl the data of the assessment. IF paYnent is wade after the in [eras[ computation data shown on the
Notice, atltlitienal iota rest musk be ealculatetl.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE REV-1162 EXI11-961
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1]128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N0. CD 002775
ABRAHAM JAMES W ESQ
513 NORTH SECOND ST
HARRISBURG, PA 17101
' ACN
ASSESSMENT AMOUNT
CONTROL
_---_ ola NUMBER
ESTATE INFORMATION: ssrv: iss-o5-sz4i
FILE NUMBER: 2102-0554
DECEDENT NAME: MILLER SARA A
DATE OF PAYMENT: 07/08/2003
POSTMARK DATE: 07/07/2003.
COUNTY: CUMBERLAND
DATE OF DEATH: 01/24/2002
REMARKS:
CHECK#474
SEAL
02133111 ~ $424.82
TOTAL AMOUNT PAID:
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
$424.82
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE REV-1 762 IiX~11-96)
BUREAU OF INDI VIp UAL TAXE$
DEPT. 280601
HARRISBURG, PA 1 J 1280601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N0. CD 002776
ABRAHAM JAMES W ESQ
513 NORTH SECOND ST
HARRISBURG, PA 17101
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
,old
ESTATE INFORMATION: ssN: iss-o5-sz4i
FILE NUMBER: 2102-0554
DECEDENT NAME: MILLER SARA A
DATE OF PAYMENT: 07/08/2003
POSTMARK DATE: 07/07/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 01/24/2002
REMARKS:
CHECK# 476
SEAL
02122113 ~ 51,300.46
TOTAL AMOUNT PAID:
INITIALS: VZ
RECEIVED BY
REGISTER OF WILLS
51,300.46
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE REV-1162 EXI11-961
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA iJ126-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N0. CD 002777
MILLER EDMUND G
124 WEST PORTLAND ST
MECHANICSBURG, PA 17055
ACN
ASSESSMENT AMOUNT
CONTROL
_-___ loll NUMBER
REMARKS: EDMUND G MILLER JR
CHECK# 475
SEAL
02133112 ~ 52,335.79
TOTAL AMOUNT PAID:
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
52,335.79
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
~i~-69-~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TA% DIVISION
DEPT. 288601
HARRISBURG, PA 17128-8601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
APPRAISEMENTB ALLONANCETORCDISALLONANCE
OF DEDUCTION, AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS wxv-ssae a nm :o~-om
EDMUND G MILLER JR Oj JUI'J ZO
17 ROCKLEDGE DR
MECHANICSBURG PA 17055 \~.c'~~.
Ctm
DATE 06-23-2003
ESTATE OF MILLER gggA A
DATE OF DEATH 01-24-2002
FILE NUMBER 21 02-0554
C NTY CUMBERLAND
~~~~ /DC 199-05-6241
ACN 02133112
Amount Remittetl
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -- RETAIN LOWER PORTION FOR YOUR RECORDS 1
REV-1548 EX AFP (01-03)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 06-23-2003
ESTATE OF MILLER SARA A DATE OF DEATH 01-24-2002 COUNTY CUMBERLAND
FILE N0. 21 02-0554 S.S/D.C. N0. 199-05-6241 ACN 02133112
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC BANK
ACCOUNT N0. 21001028651
TYPE OF ACCOUNT: C ) SAVINGS ( ) CHECKING ( ) TRUST Op TIME CERTIFICATE
DATE ESTABLISHED 08-20-1993
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
30,034.33
X 0 500
15,017.17
- .00
15,017.17
X 15
2,252.58
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
A80VE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
INTEREST IS CHARGED THROUGH 07 -01-2003 TOTAL TAX CREDIT
AT THE RATES APPLICABLE AS OUTLINED ON THE OB
REVERSE SIDE
OF THIS FORM BALANCE OF TAX DUE 2,252.58
INTEREST AND PEN.
81.29
t IF PAID AFTE
C IF TOTAL DUE R THIS DATE, SEE
IS REVERSE FOR CALCULATION OF ADDIT IONAL INTERESDUE 2,333.87
IF TOTAL DUE LESS THAN 61,
IS REFLECTED AS NO PAYMENT IS REpUIREO.
A "
"
SEE REVERSE
SIDE OF THIS FORM CREDIT
C CR), YOU MAV
FOR INSTRUCTIONS. ) BE DUE A REFUND.
\,
BUREAU OF INDIVIDUAL raxES COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX DIVISION DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE SAX
OFPDEDUCT ON~, AANDN SSESSMENTSOFLTAXNON
JOINTLY HELD OR TRUSS ASSETS
awns<s a ew ~s~-on
r.
"~ DATE 06-23-2003
~''.. ESTATE OF MILLER SARA A
DATE OF DEATH 01-24-2002
FILE NUMBER 21 02-0554
03 JUfJ 20 s
~G
g
L
EDMUND G MILLER JR ~'Nr
199
05
6241
17 ROCKLEDGE DR ACN 02133113
MECHANICSBURG pA 17055 =~.t L. Amount Remitted
(af1Td;. _; La
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -- RETAIN LOWER PORTION FOR YOUR RECORDS 1
REV-1548 EX AFP CO1-03)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS. AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 06-23-2003
ESTATE OF MILLER SARA A DATE OF DEATH 01-24-2002 COUNTY CUMBERLAND
FILE NO. 21 02-0554 S.S/D.C. NO. 199-05-6241 ACN 02133113
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: pNC BANK
ACCOUNT N0. 5140145298
TYPE OF ACCOUNT: ( ) SAVINGS (X1 CHECKING ( ) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 09-01-1974
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
16,721.62 NOTE:
X 0.500
8,360.81
- .00
8,360.81
X .15
1,254.12
TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
INTEREST IS CHARGED THROUGH 07 -01-2003 TOTAL TAX CREDIT
AT THE RATES APPLICABLE AS OUTLINED ON THE 1
BALANCE OF TAX DUE 1
254
2
REVERSE SIDE OF THIS FORM ,
.
INTEREST AND PEN.
45.26
• IF PAID AFTE R THIS DATE. SEE REVERSE FOR CALCULATION OF DUE
N 1,299.38
C IF TOTAL DUE IS LESS THAN fl, NO PAYMENT IS REpUIRED ADDIT IONAL I
TERES
IF TOTAL OUE
SEE REVERSE
IS REFLECTED AS
SIDE OF TH .
A "CREDIT" C CR), VOU MAY
BE DUE A REFUND.
IS FORM FOR INSTRUCTIONS. )
~i~69-6
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 288681
HARRISBHRG, Pp 17128-8681
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
~.
EDMUND G MILLER JR
17 ROCKLEDGE DR
MECHANICSBURG PA 1705
EEV-lia EM ,FV COI-09
DATE 07-21-2003
ESTATE OF MILLER SARA A
DATE OF DEATH 01-24-2002
.-,--FILE NUMBER 21 02-0554
'`COUNTY CUMBERLAND
ACN 02133111
Anount Ranittad
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER DF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
ALONG THIS LINE------- RETAIN LOWER PORTION FOR YOUR RECORDS ~
•1607 FY-eeo-ini=na. "'---------------
***
ESTATE OF MILLER SARA A FILE N0. 21 02-0554 ACN 02133111 DATE 07-21-2003
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-23-2003
PRINCIPAL TAX DUE:
PAYMENTS (TAX CREDITS):
409.69
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-07-2003 CD002775 15.12- 4P4,82
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
~ IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN S1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. 1
409.70
.O1CR
.00
.O1CR
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TA% DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
EDMUND G MILLER JR
17 ROCKLEDGE DR
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
PEY-16 A] E% IFO 101-OA
UJ i.J IJ= 2rl ~ ~,_~.
MECHANICSBURG PA 18.055
~.; ,.
DATE 07-21-2003
ESTATE OF MILLER SARA p
DATE OF DEATH 01-24-2002
FILE NUMBER 21 02-0554
COUNTY CUMBERLAND
ACN 02133112
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the uDPar portion of this torn with your tax payment.
CUT ALONG THIS LINE _-_ RETAIN LOWER PORTION FOR YOUR RECORDS -~
REV-1607 EX AFP (01-03) ^**_INNER7TAIJ-CC ~Tev -cTwr u~S~ ~~
ESTATE OF MILLER SARA A FILE NO. 21 02-0554 ACN 02133112 DATE 07-21-2003
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIDURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-23-2003
PRINCIPAL TAX DUE:
PAYMENTS (TAX CREDITS):
2,252.58
DATE ^E-a.car 1
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-07-2003 CD002777 83.14-
2,335.79
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
• IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN S1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A ^CREDIT^ (CRI,
YDU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J
2,252.65
.07CR
.00
.07CR
BUREAU DF INDIVIDUAL TAXES COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX DIVISION DEPARTMENT OF REVENUE
DEPT. 280601
NARRISBURG, PA vlza-Deol INHERITANC E TAX
STATEMENT OF ACCOUNT
MEY-160) FC 1F1 <O1-OBI
CUT
'03 , ul 2~
MECHANICSBURG PA 17055.
1'.
EDMUND G MILLER JR
17 ROCKLEDGE DR
DATE 07-21-2003
ESTATE OF MILLER SARA A
DATE OF DEATH 01-24-2002
FILE NUMBER 21 02-0554
,`- --'COUNTY CUMBERLAND
ACN 02133113
Anount Raeittad
MAKE CHECK PAYADLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper crsdi{ to your accoun{, submit {ha upper por{ion of {his Porn Nith your fax eavaen+.
THIS LINE - RETAIN
X AFP (01-03) **~[ INHE
ate)[
ESTATE OF MILLER SARA A FILE N0. 21 OZ-0554 ACN 02133113 DATE 07-21-2003
TNIS STATEMENT IS PROVIDED 70 ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-23-2003
PRINCIPAL TAX DUE:
PAYMENTS (TAX CREDITS):
1,254.12
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-07-2003 CD002776 46.29- 1,300.46
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
• IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS iNAN 51,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A ••CREDIi•• (CR),
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ]
PORTION FOR YOUR RECORDS ~
1,254.17
.05CR
.00
.05CR